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United Asset Strategies’s HCA Healthcare HCA Stock Holding History

United Asset Strategies’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,014
Closed -$274K – 239
2023
Q4 		$274K Hold
1,014
– – 0.03% 204
2023
Q3 		$249K Hold
1,014
– – 0.03% 206
2023
Q2 		$308K Buy
+1,014
New +$282K 0.04% 198

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Asset Strategies's HCA Position: Q1 2024 in Review

United Asset Strategies sold out of HCA Healthcare (HCA) in Q1 2024, closing a stake of 1,014 shares — an estimated $274K sold.

United Asset Strategies first reported a position in HCA in Q2 2023 and held it in 3 quarters. The position peaked at $308K in Q2 2023. 1,126 funds tracked by Wall St. Rank hold HCA as of Q1 2024.

  • United Asset Strategies reported no remaining HCA Healthcare position as of Q1 2024 after selling out during the quarter.
  • United Asset Strategies sold 1,014 HCA Healthcare shares in Q1 2024, an estimated $274K.
  • United Asset Strategies first reported a position in HCA Healthcare in Q2 2023 and held it in 3 quarters.
  • United Asset Strategies's HCA Healthcare position peaked at $308K in Q2 2023.
  • 1,126 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2024.

Based on United Asset Strategies's 13F filing for Q1 2024, filed 23 Apr 2024.